Skip to main content
September 20, 2023
Question

If I quote a customer for 10 widgets, they approve me to ship 6 now and 4 in a month - How should I invoice 6 off the estimate, still leaving the remaining 4 as pending?

  • September 20, 2023
  • 1 reply
  • 0 views
I can update the quantity when I convert the estimate to the invoice, but I'd like to create the "back order"

1 reply

September 20, 2023

Hi there kelley@,

 

It;'s important that all your transactions are correctly entered for your books to be well balanced. QuickBooks Online is a great tool able to help you keep track of sales and expenses so you know the profit of your company. I can provide some information about invoices and estimates.

 

The progressive invoicing feature would be a feature that can help you invoice part of an estimate, leaving the rest for later. You can see more information about it in this article.

 

If you have any other questions, feel free to reach out here.